June 18, 2018
There are seasons for everything in life. You can either let them pass you by or you can thrive in them. Now is the season for planning.
June 12, 2018
3 planning strategies utilized to potentially help business owners protect assets, plan for their futures, and take care of their families.
June 5, 2018
Attorney Clinton Nix joins us this week on our show to discuss Medicaid and estate planning.
May 29, 2018
Think about this—when do you go see a doctor? That’s right - when something is wrong. The same is true for when people go see their financial specialist – when the pain is bad enough. Why do we do this to ourselves?
May 21, 2018
Jim Kennedy joins us this week on our show as our special guest to answer some important questions regarding your beneficiary designations. You don't want to miss this!
May 15, 2018
Bret Robinson joins us this week on our show to discuss the importance of having a plan in place to address long-term healthcare needs. You don't want to miss this!
May 8, 2018
Charlie Mahar with Tealwood Asset Management joins us this week for our show to discuss Behavioral Finance.
May 2, 2018
Our Legacy Planning Process helps families create a multi-generational vision that not only focuses on your legacy, but on the family’s legacy, which is built upon the foundation you set today.
April 24, 2018
A little known fact is that most of the recent tax reform has an expiration date in the near future, and there was very little effort to fight the ability for lawmakers to create claw backs. This means the statute of limitations law is critical and the clock is ticking.
April 16, 2018
Do you look at your money for what it is or do you look at it for what it is for? Plan for what your money is for. Know holistically what your money needs to be doing, plan for it, and stay disciplined.